JP Morgan Chase
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JP Morgan Chase’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

JP Morgan Chase’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.4K Hold
500
– – ﹤0.01% 6302
2025
Q4 		$41.1K Hold
500
– – ﹤0.01% 6304
2025
Q3 		$34.9K Sell
500
-1
-0.2% -$68 ﹤0.01% 6344
2025
Q2 		$32.2K Sell
501
-7,273
-94% -$451K ﹤0.01% 6057
2025
Q1 		$493K Buy
7,774
+7,124
+1,096% +$479K ﹤0.01% 4785
2024
Q4 		$43.2K Buy
650
+150
+30% +$10.3K ﹤0.01% 6069
2024
Q3 		$34.9K Hold
500
– – ﹤0.01% 6100
2024
Q2 		$32.4K Buy
+500
New +$31.7K ﹤0.01% 6013
2023
Q2 		– Sell
-31,778
Closed -$2M – 7232
2023
Q1 		$2M Buy
31,778
+3,882
+14% +$250K ﹤0.01% 3542
2022
Q4 		$1.77M Buy
+27,896
New +$1.77M ﹤0.01% 3656
2021
Q4 		– Sell
-403
Closed -$30K – 6877
2021
Q3 		$30K Hold
403
– – ﹤0.01% 5966
2021
Q2 		$31K Hold
403
– – ﹤0.01% 5853
2021
Q1 		$30K Hold
403
– – ﹤0.01% 5643
2020
Q4 		$28K Sell
403
-209
-34% -$13.2K ﹤0.01% 5257
2020
Q3 		$35K Hold
612
– – ﹤0.01% 5037
2020
Q2 		$36K Hold
612
– – ﹤0.01% 4926
2020
Q1 		$28K Buy
+612
New +$31.9K ﹤0.01% 4876
2019
Q4 		– Sell
-50
Closed -$2K – 5810
2019
Q3 		$2K Buy
+50
New +$2.56K ﹤0.01% 5628
2017
Q4 		– Sell
-82
Closed -$4K – 5539
2017
Q3 		$4K Hold
82
– – ﹤0.01% 4817
2017
Q2 		$4K Hold
82
– – ﹤0.01% 4784
2017
Q1 		$3K Hold
82
– – ﹤0.01% 4926
2016
Q4 		$3K Sell
82
-100
-55% -$4.04K ﹤0.01% 4906
2016
Q3 		$8K Buy
182
+100
+122% +$4.11K ﹤0.01% 4323
2016
Q2 		$3K Buy
+82
New +$3.21K ﹤0.01% 4549

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase's PBE Position: Q1 2026 in Review

JP Morgan Chase held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q1 2026 at 500 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6302.

JP Morgan Chase first reported a position in PBE in Q2 2016 and has held it in 24 quarters since. The position peaked at $2M in Q1 2023. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • JP Morgan Chase held 500 shares of Invesco Biotechnology & Genome ETF worth $38.4K as of Q1 2026.
  • JP Morgan Chase left its Invesco Biotechnology & Genome ETF share count unchanged in Q1 2026.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6302 holding.
  • JP Morgan Chase first reported a position in Invesco Biotechnology & Genome ETF in Q2 2016 and has held it in 24 quarters since.
  • JP Morgan Chase's Invesco Biotechnology & Genome ETF position peaked at $2M in Q1 2023.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.